There is a different issue with holding MLPs in a retirement account, however. This includes 401(k), IRA, and Roth IRA accounts, among others. When retirement plans conduct or invest in a business activity, they must file separate tax forms to reportUnrelatedBusinessIncome (UBI) and may owe...
Found in many 401(k) plans, these funds offer choices for various retirement goals. Kate StalterAug. 29, 2024 7 of the Best Ways to Invest $5,000 $5,000 doesn't have to sit idle in a checking account. Here are some of the ways you can put it to work investing in productive ass...
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MLPs send a Schedule K-1 form (usually later in the tax-filing season) that can create extra work when filing taxes. Because MLPs are already tax-advantaged, investors cannot own them in most tax-deferred (or tax-free) accounts like a traditional IRA or Roth IRA. ...